-56.9%
ACHR vs XLRE
+14.1%
-71.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.6% | -1.2% |
| 7D | -5.1% | +7.1% | -12.2% | -6.9% |
| 30D | -12.7% | +10.9% | -23.7% | -15.4% |
| 3M | -22.4% | +0.7% | -23.1% | -23.2% |
| 6M | -28.6% | +4.1% | -32.7% | -31.9% |
| YTD | -45.2% | +14.5% | -59.7% | -55.8% |
| 1Y | -56.9% | +14.1% | -71.0% | -64.9% |
| All | -56.9% | +14.1% | -71.0% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling